SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1 +$7.09M
2 +$2.58M
3 +$1.87M
4
STZ icon
Constellation Brands
STZ
+$1.52M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.51M

Top Sells

1 +$5.39M
2 +$3.4M
3 +$3.06M
4
TWX
Time Warner Inc
TWX
+$2.62M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.63M

Sector Composition

1 Technology 11.23%
2 Healthcare 10.4%
3 Financials 9.8%
4 Consumer Discretionary 7.36%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$21K ﹤0.01%
500
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577
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279
578
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500
579
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200
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204
581
$20K ﹤0.01%
100
582
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+325
583
$20K ﹤0.01%
1,000
584
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685
-49,888
585
$19K ﹤0.01%
1,751
586
$19K ﹤0.01%
1,254
587
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100
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532
589
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600
590
$19K ﹤0.01%
1,000
591
$18K ﹤0.01%
344
592
$18K ﹤0.01%
1,520
593
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500
595
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$18K ﹤0.01%
276
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$17K ﹤0.01%
2,000
598
$17K ﹤0.01%
334
599
$17K ﹤0.01%
280
600
$17K ﹤0.01%
728
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